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Analyst questions

Niril Parekh

Awriga Capital Advisors LLP
SRF

SRF Limited

All company calls
SRF Limited CC-Dec24.pdf
30 Jan 2025
Open call
  1. My question is regarding the BOPET spread in the packaging film segment. In the presentation, you mentioned that Chinese guys are impacting your Thailand operations. Could you provide an outlook on the spreads prevailing in Thailand? For example, in India, BOPET spreads are roughly 40-42 kg. What are the current spreads in Thailand?

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  2. Thanks a lot, sir. And just to add one more question that is, are you observing any new BOPET or BOPP lines coming on board in the next couple of years globally?

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  3. Market perspective.

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